_ RetirementNew IRS Rule Lets Early Retirees Take More Money from Plans By Sondra Forsyth articleFixed-annuity guarantees more income for penalty-free early withdrawals from retirement plans. Post-pandemic, more people want to tap their retirement plans … Read More→
_ Money Matters“Free Look” for Annuities Offers Safety Valve If Rates or Circumstances Change By Sondra Forsyth articleOccasionally it makes sense to cancel a new policy and get a better one. With most financial products, you’re committed … Read More→
_ RetirementLaddering Fixed-Rate Annuities Offers Combination of Good Rates and Flexibility for Future By Sondra Forsyth articleWith today’s low interest rates, it takes planning to create sufficient retirement income without taking more risk than you need … Read More→
_ Money MattersWhy Fixed-Rate Annuities Pay More Than Bank CDs By Sondra Forsyth articleFixed-rate annuities act much like bank certificates of deposit but usually pay much higher rates than CDs of the same … Read More→
_ RetirementHas COVID Clouded Your Retirement Picture? 3 Tips to Plan Clearly By Sondra Forsyth articleSome people planning for retirement may do most of the right things in terms of saving and investing. But they … Read More→
_ Money MattersOften-Overlooked Way to Fund Your Roth IRA Has Many Advantages By Sondra Forsyth articleA Roth IRA is a uniquely powerful retirement-savings tool because you won’t pay taxes on the money you withdraw during … Read More→
_ RetirementCould You Be Missing Out On Senior Discounts? By Sondra Forsyth articlePeople who reach or near their retirement years often need to watch every penny. Sure, some of them are financially … Read More→
_ RetirementWant Or Need To Retire Early? Tips On How To Pay For It By Sondra Forsyth articleDelaying retirement has become common for many Americans, either because they saved too little or they just want to continue … Read More→
_ Retirement4 Tips for Your Retirement Planning as a New Year Brings New Hope By Sondra Forsyth articleCOVID-19 took a heavy toll on the U.S. economy in 2020, causing millions of job losses and forcing many businesses … Read More→
_ RetirementStressing Over Your Retirement Plan? 5 Ways To Boost Savings, Reduce Anxiety By Sondra Forsyth articleMany Americans have long stressed over their finances, and the COVID-19 pandemic has increased that anxiety, a survey shows. Well … Read More→
_ Money MattersCreating Holidays with Meaning: Tips to Spend Less, Enjoy More in the COVID Era By Sondra Forsyth articleAmong predictions for the 2020 holiday season, the pandemic is expected to set new records for e-commerce while straining delivery … Read More→
_ RetirementAging & Financial Fragility: How Seniors Can Use Their Experience to Survive & Thrive Through Giving By Sondra Forsyth article“Good judgement comes from experience…unfortunately experience comes through bad judgement.” These words of wisdom came from my father, a depression … Read More→
_ Retirement4 Key Lessons Crisis Teaches Us About Retirement By Sondra Forsyth articleOver the past couple months, many investors have become worried about the future of their retirement plans. Between health concerns, … Read More→
_ Money MattersShelter from the Financial Storm By Sondra Forsyth articleAs you approach and then enter retirement, it’s wise to gradually shift much of your savings into vehicles that guarantee … Read More→
_ RetirementIncome Annuities Provide Invaluable Longevity Insurance but Are Still Underused By Sondra Forsyth articleFew adults would go without auto, home, life or health insurance. But the kind of insurance that protects against the … Read More→
_ Money MattersA Year-End Checkup for Long-Term Financial Success in 2020 and Beyond By Sondra Forsyth articleAs 2019 wraps up and 2020 approaches, it’s a great time to make sure your savings and investments are aligned … Read More→
_ RetirementReady to Retire? 5 Steps for Getting a Good Night’s Sleep After the Paychecks Stop By Sondra Forsyth articleThose early days of retirement can be exciting as you are finally rewarded with a little rest and relaxation after … Read More→
_ Money MattersPension or Lump Sum? Compare Payouts before You Decide By Jane Farrell articleAbout half of pension plan participants can choose to take their money in a lump sum when they retire. If … Read More→